Core Viewpoint - The State Administration for Market Regulation (SAMR) is intensifying efforts to combat "involution" in competition by announcing ten major cases that highlight its commitment to maintaining fair market order and addressing various forms of unfair competition [2][4]. Group 1: Overview of Major Cases - The ten major cases cover a wide range of sectors, from traditional manufacturing to platform economies, and involve various stages from product manufacturing to certification services [4]. - The cases aim to demonstrate the effectiveness of enforcement actions and to guide industries towards healthy and sustainable development [4]. Group 2: Specific Cases - Case 1: "Putian Comes" chain enterprise was penalized for infringing trademark rights, dismantling a large-scale counterfeit network to curb low-price malicious competition [5]. - Case 2: Shenzhen Romoss Technology Co., Ltd. was fined for violating mandatory product certification regulations and false advertising, sending a clear regulatory signal for industry health [5]. - Case 3: A monopoly agreement involving four companies in the sodium dexamethasone raw material market resulted in a total fine of 362 million yuan, enhancing antitrust enforcement [5]. - Case 4: The merger between China Petroleum Group and CATL was approved to promote innovation and escape homogeneous competition [5]. - Case 5: Shanxi Laoge Trading Co., Ltd. faced penalties for false advertising and price fraud through live streaming, with fines totaling 5.6 million yuan [5]. Group 3: Regulatory Focus and Future Actions - The SAMR emphasizes a "zero tolerance" approach towards infringement, quality violations, and monopoly agreements, showcasing strong regulatory constraints [7]. - Future actions will focus on maintaining high-pressure enforcement, improving long-term regulatory mechanisms, and promoting a market order characterized by quality and fair pricing [7][29]. - The SAMR will continue to address the complexities of "involution" in various industries, aiming for targeted governance and effective law enforcement [7].

经济观察网 据央视新闻客户端消息，记者今天从市场监管总局召开的2025年综合整治"内卷式"竞争十 大重大案件发布会上了解到，针对整治网络不正当竞争行为助长"内卷"乱象，损害消费者利益，市场监 管总局部署开展2025年整治网络不正当竞争行为专项行动。聚焦党中央关心、人民群众关注、违法行为 高发的直播电商、老年人药品、保健品、光伏、汽车、平台等重点领域、行业，加大对流量劫持、非法 获取数据、直播带货中商业诋毁、刷单炒信、夸大产品功效、虚构直播间人气、光伏、汽车、平台等领 域互黑互踩以及人工智能领域不正当竞争等各类违法行为的查处力度。2025年全国共查办各类网络不正 当竞争案件1932件，罚没金额7152.94万元。 ...

"内卷式"竞争乱象已经严重危害了消费者的利益，更成为中国提升产品质量的阻力。为此，国家市场监 管总局针对"内卷式"竞争进行了整顿。 1月27日，市场监管总局召开专题新闻发布会，集中发布2025年综合整治"内卷式"竞争十大重大案件。 这些案件覆盖传统制造、平台经济、认证服务、直播营销等多个领域，展现出市场监管部门向恶性竞 争"亮剑"、维护公平竞争秩序、促进市场健康发展的坚定决心。 市场监管总局竞争协调司副司长赵春雷介绍，2025年市场监管部门针对"内卷式"竞争突出的重点领域加 大执法力度，坚持精准识别、重拳出击。"我们力求通过个案查办，达到'查处一案、警示一片、治理一 域'的效果，引导相关行业从无序竞争走向良性发展。"她指出，十大案件集中体现了监管"严"的基 调、"准"的要求和"治"的协同，旨在从根本上遏制"劣币驱逐良币"的恶性循环。 据悉，下一步市场监管总局将坚持问题导向与目标导向，保持执法高压态势，完善长效监管机制，综合 运用执法办案、合规指引、竞争倡导等多种手段，推动形成优质优价、良性竞争的市场秩序，为构建全 国统一大市场、推动高质量发展提供有力保障。 （文章来源：第一财经） 在回应关于充电宝行业的典型案 ...

记者今天从市场监管总局召开的2025年综合整治"内卷式"竞争十大重大案件发布会上了解到， 针对充电宝安全事件多发、频发，严重威胁人民群众生命财产安全和社会公共安全情况，市场监 管总局部署开展了充电宝质量安全集中整治行动。全国市场监管部门共查处充电宝相关违法案件 1169件，守牢产品质量安全底线。其中，深圳罗马仕科技有限公司违反强制性认证规定及虚假宣 传较为典型。 深圳罗马仕科技有限公司在未取得相关型号充电宝强制性认证证书情况下，擅自委托生产和销售 充电宝产品，同时，在明知部分充电宝电芯容量衰减，实际电池容量已达不到10000mAh时，仍 在产品显著位置进行虚假标注。该公司上述行为违反了《中华人民共和国认证认可条例》《强制 性认证产品管理规定》以及《中华人民共和国反不正当竞争法》相关规定，属地市场监管部门依 法对该公司作出行政处罚。 调查发现，罗马仕公司为压缩生产成本，未经强制性认证即从事生产销售活动，质量投入不足， 源头质量管控流于形式。同时，企业法律意识、质量安全意识淡薄，弄虚作假、夸大宣传，漠视 消费者合法权益，反映出企业质量管控不严、主体责任落实不力的突出问题，一定程度上也反映 出行业存在的重销量、轻质 ...

Core Insights - The State Administration for Market Regulation (SAMR) has highlighted the positive role of merger reviews in addressing "involution" competition, with a focus on key sectors like automotive, photovoltaic, and lithium batteries [1] Group 1: Regulatory Actions - In 2025, SAMR concluded 129 cases related to merger reviews in sectors facing "involution" competition, supporting companies in revitalizing idle assets and enhancing operational efficiency [1] - The review process emphasized "fast review without quality reduction, strict review without increased burden," ensuring effective oversight while facilitating corporate mergers and acquisitions [1] Group 2: Case Study - A notable case involved the establishment of a joint venture between China National Petroleum Corporation's Jichai Power and Contemporary Amperex Technology Co., Ltd., focusing on lithium battery energy storage systems [2] - The joint venture aims to meet specific energy storage needs within the oilfield sector, promoting a collaborative approach to innovation and technology based on demand [2] - SAMR approved the merger unconditionally in July 2025, recognizing its potential to enhance industry chain collaboration and serve as a model for escaping homogeneous competition [2]

Core Insights - The "new three items" represented by new energy vehicles, lithium batteries, and photovoltaic products have become a new engine for China's foreign trade growth and a significant driver for global economic green transformation [1][2] Group 1: Industry Growth and Achievements - During the "14th Five-Year Plan" period, China's new energy vehicle market size increased by 3.6 times, and its automobile export scale became the world's largest [2] - The cost of power batteries has decreased by 30%, lifespan has improved by 40%, and charging speed has increased by over three times [2] - The photovoltaic industry has established the world's most complete industrial chain from silicon materials to modules, leading in solar cell conversion efficiency [2] - By 2025, the export scale of electric vehicles, photovoltaic products, and lithium batteries is expected to reach approximately 1.3 trillion yuan, a 27.1% increase from the previous year and a 3.5 times increase from 2020 [2] Group 2: Challenges and Competition - There are concerns about blind investments in new energy projects leading to homogenization and unhealthy competition, with some companies exporting products below cost to gain market share [3] - This "involution" of competition has distorted market signals, weakening investments in long-term technological research, brand building, and service upgrades, potentially harming the reputation of "Made in China" [3] Group 3: Policy Responses and Strategic Directions - The government has introduced a series of policies to rationally "cool down" the industry, aiming to redirect the focus from disorderly competition to stronger development momentum [3] - To thrive in the "Globalization 2.0" era, the industry should focus on four areas: technological innovation, supply chain resilience, global operations, and green integration [4] - Emphasis on forming innovation alliances, enhancing strategic cooperation in the supply chain, supporting overseas R&D centers, and developing a carbon footprint database for products is crucial for future growth [4]

Core Viewpoint - The recent policy changes in China regarding the cancellation of export tax rebates for photovoltaic and battery products aim to address the "involution" competition in the new energy sector, promoting healthier industry development and supporting the global green transition [1][3]. Export Tax Rebate Changes - Starting April 1, 2026, China will fully cancel the 9% export tax rebate for 249 photovoltaic-related products, marking the first complete cancellation since 2013 [2]. - The export tax rebate for battery products will be reduced from 9% to 6% until the end of 2026, after which it will be completely eliminated [2]. - The adjustments are intended to combat the adverse effects of low-price competition and to ensure that the export tax rebate does not inadvertently subsidize foreign buyers [4][10]. Industry Competition and Regulation - The photovoltaic industry has been experiencing severe "involution" competition, leading to declining export prices and profit losses for domestic companies [4]. - The Chinese Photovoltaic Industry Association has indicated that the current practices have transformed the export tax rebate into a subsidy for foreign markets, increasing the risk of international trade disputes [4]. - Recent measures include strengthening antitrust regulations and promoting self-discipline within the industry to mitigate irrational competition [5][8]. Industry Self-Regulation Initiatives - The Ministry of Industry and Information Technology has been actively promoting self-regulation in the battery sector, including organizing meetings to discuss industry competition and development [6][7]. - Regulatory bodies are focusing on enhancing market supervision, optimizing capacity management, and ensuring product quality to foster a healthier competitive environment [7][8]. Long-term Industry Outlook - The cancellation of export tax rebates is expected to lead to a rationalization of export prices and a reduction in trade friction, ultimately benefiting the industry's long-term health [10][12]. - The focus is shifting towards technological innovation and quality improvement, with an emphasis on developing high-value products such as high-efficiency photovoltaic cells and long-duration energy storage batteries [12].

2026 年 2 月 1 日起施行 财政部近日发布《关于推动解决政府采购异常低价问题的通知》（以下简称《通知》），自2026年2月1日起施行。 《通知》要求强化政府采购异常低价审查，采购人应当在采购文件中明确，政府采购评审中出现下列情形之一的，评审委员会应当启动异常低价投标（响 应）审查程序： 1.投标（响应）报价低于全部通过符合性审查供应商投标（响应）报价平均值50%的，即投标（响应）报价<全部通过符合性审查供应商投标（响应）报 2.投标（响应）报价低于通过符合性审查的次低报价供应商投标（响应）报价50%的，即投标（响应）报价<通过符合性审查的次低报价供应商投标（响 应）报价×50%； 3.投标（响应）报价低于采购项目最高限价45%的，即投标（响应）报价<采购项目最高限价×45%； 4.评审委员会基于专业判断，认为供应商报价过低，有可能影响产品质量或者不能诚信履约的其他情形。 采购人可以结合具体项目实际情况，提高上述第1项至第3项中启动异常低价投标（响应）审查的数值标准，但是最高不得超过65%。 相关法律法规对供应商报价有规定的，从其规定。 价平均值×50%； 《通知》全文如下： 关于推动解决政府采购异常低 ...

一是要坚持把宏观政策的发力点放在做强国内大循环上，全方位扩大国内需求。重点是要适应需求 升级的趋势，结合新一轮科技革命和产业变革的需要，研究制定出台2026—2030年扩大内需战略 实施方案，为以新需求引领新供给、以新供给创造新需求提供强有力的创新举措和要素保障，努力 实现供需互促、循环升级。 二是坚持把发展经济的着力点放在实体经济上，加快构建现代化产业体系。实体经济是我国经济发 展的根基，要适应产业转型升级的需要，通过创新不断催生新的供给，催生新的就业岗位。坚持智 能化、绿色化、融合化方向，推动重点产业提质升级，大力培育壮大新兴产业和未来产业，深入开 展"人工智能+"行动。要发挥好国家创业投资基金行业标杆作用，研究设立国家级并购基金，加强 政府投资基金布局规划和投向指导，促进创新创业创造，加快培育和发展新质生产力。 三是坚持把市场运行的调控点放在纵深推进全国统一大市场建设上，充分激发市场活力。重点是要 综合整治"内卷式"竞争，实现从卷价格向优价值转变。要完善市场准入、公平竞争、产能退出等机 制，加强产能调控，积极化解供大于求的阶段性矛盾。进一步细化地方招商引资鼓励和禁止事项边 界，规范地方经济促进行为。加强 ...

Core Viewpoint - The State Administration for Market Regulation (SAMR) has identified ten representative cases of "involution" competition across various sectors, including platform economy, photovoltaic industry, and new energy vehicles, emphasizing a proactive approach to regulation and compliance [1][2]. Group 1: Key Cases and Actions - The ten typical cases include: public interviews with Huo La La based on antitrust laws; risk warnings and rectifications in the photovoltaic industry; interviews with food delivery platforms regarding subsidy wars; investigations into Baikang Health Consulting for false advertising; defect investigations and recalls for mobile power products; national quality supervision checks for new energy vehicles; compliance assistance for advertising; consistency management enhancements; international standard development in governance; and fair competition reviews to promote regulatory compliance by local governments [1][2]. Group 2: Regulatory Characteristics - The SAMR emphasizes three key characteristics in its regulatory approach: 1. Prevention-focused strategies, such as pre-warning and compliance guidance in the photovoltaic sector and quality checks in the new energy vehicle sector to mitigate risks [2]. 2. A balanced approach combining soft and hard regulatory measures, using interviews to encourage self-discipline among companies while enforcing strict actions against false advertising and defective products [2]. 3. Collaborative governance involving multiple stakeholders, including platforms, enterprises, and consumers, to enhance overall regulatory effectiveness [2]. Group 3: Future Initiatives - The SAMR plans to implement further measures in various industries, including intensified management of mobile power products, enhanced defect information collection and recall processes, and actions to prevent quality decline due to "involution" competition [3].